Client engagement and risk management for business at scale

Adviser portal enterprise edition

Trusted by top advisers

Seamless integration possibilities

Our powerful and easy to use API allows our partners to access media, analytics and trigger workflows like client and journey creation. Enterprise customers also benefit from additional forms for sel-registration and client invitations.

Security standards you can count on

We consider data protection our number one priority – not only do we use military standard encryption techniques, we scrutinize user access to our platform with multi-factor authentication and IP white-listing.

So, what's being said about Money Alive?

Money Alive work with new firms every week and talk regularly to advisers, paraplanners, regulators,
providers and trade bodies. We show how client education can be delivered easily and timely, how
results can be measured and the positive impact it can have on client outcomes – the results speak
for themselves.

If you use Money Alive, not only will you have better
informed clients you will also be able to demonstrate to PII insurers robust risk
management and working practices

Jamie NewellMD O3 Insurance Solutions

Incredibly helpful - a fundamental part of our DB process

Matthew HarrisProsperis

I especially like the fact that they gave pro's and con's
with the different case studies, which you can then relate to your own circumstances.

DB transfer clientJune 2018

It's very good.

John RalfePensions Expert

They are very good. Written in a simply, easy to
understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a
100 pages!!

DB transfer clientMarch 2018

They were going to keep it quiet, but I’m going to Out a
bit of financial services ‘goodness’. @MyMoneyAlive is allowing already transferred steelworkers
access to its education process. Suffice to say, the response so far has been unanimous.
‘I wish I had seen this before.’

I am sure that the FCA would consider firms providing
independent, unbiased information to clients in advance of a first meeting - to help
inform and re-set the consumer’s flawed mind-set – as a good practice approach